Brown Financial Advisory Wisdomtree Floating Rate Treas Transaction History
Brown Financial Advisory
- $171 Million
- Q3 2025
A detailed history of Brown Financial Advisory transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Brown Financial Advisory holds 4,127 shares of USFR stock, worth $207,794. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,127
Previous 4,667
11.57%
Holding current value
$207,794
Previous $234,000
11.54%
% of portfolio
0.12%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
603Shares Held
253MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY22.3MShares$1.12 Billion19.61% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
-
Morgan Stanley New York, NY18.7MShares$943 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC15.8MShares$797 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.6MShares$785 Million0.28% of portfolio